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FT Vest Growth-100 Buffer ETF December

51 hedge funds and large institutions have $74.7M invested in FT Vest Growth-100 Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $63.7M → $74.7M (+$11M)

3.44% less ownership

Funds ownership: 52.69%49.25% (-3.4%)

12% less funds holding

Funds holding: 5851 (-7)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

55% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 20

Holders
51
Holders Change
-7
Holders Change %
-12.07%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$11.4M +$8.26M +366,205 +262%
CA
2
Cetera Advisors
Colorado
$11.3M -$647K -28,674 -5%
Osaic Holdings
3
Osaic Holdings
Arizona
$10.3M -$462K -20,482 -4%
Truist Financial
4
Truist Financial
North Carolina
$5.75M -$120K -5,326 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.72M +$2.28M +101,196 +94%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.51M -$580K -25,698 -14%
LNC
7
Lincoln National Corp
Pennsylvania
$3.23M -$212K -9,393 -6%
SW
8
SMART Wealth
Nebraska
$2.98M +$1.89M +83,934 +176%
HI
9
Harbour Investments
Wisconsin
$2.26M -$59.6K -2,639 -3%
LPL Financial
10
LPL Financial
California
$1.75M +$882K +39,091 +102%
KAS
11
Kestra Advisory Services
Texas
$1.37M -$414K -18,332 -23%
CFGS
12
Concourse Financial Group Securities
Alabama
$1.25M -$157K -6,953 -11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.13M -$335K -14,867 -23%
AAS
14
Ameritas Advisory Services
Nebraska
$1.13M +$121K +5,370 +12%
CA
15
CoreCap Advisors
Michigan
$856K +$264K +11,708 +45%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$776K -$162K -7,200 -17%
NA
17
NewEdge Advisors
Louisiana
$770K +$768K +34,035 New
RIA
18
Regal Investment Advisors
Michigan
$725K +$723K +32,040 New
Jane Street
19
Jane Street
New York
$656K +$308K +13,654 +89%
SPIA
20
Steward Partners Investment Advisory
New York
$559K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$495K -$281K -12,445 -36%
AWS
22
Atria Wealth Solutions
New York
$478K
Mariner
23
Mariner
Kansas
$457K
BTWM
24
Baker Tilly Wealth Management
Wisconsin
$447K
LSA
25
Lion Street Advisors
Texas
$445K -$42.6K -1,889 -9%

QDEC Hedge Fund Activity: Q3 2023 in Review

51 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest Growth-100 Buffer ETF December (QDEC) for Q3 2023, worth a combined $74.7M — up 17% from $63.7M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of QDEC and 6 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 9 added.

The largest buyer was AE Wealth Management, adding an estimated $8.26M. The largest seller was Cetera Advisors, cutting an estimated $647K.

  • 51 institutional investors held FT Vest Growth-100 Buffer ETF December (QDEC) as of Q3 2023, down from 58 in Q2 2023.
  • Funds reported $74.7M of FT Vest Growth-100 Buffer ETF December stock for Q3 2023, up 17% quarter-over-quarter.
  • 6 funds opened new FT Vest Growth-100 Buffer ETF December positions in Q3 2023 and 13 closed out, a net change of -7 holders.
  • The largest FT Vest Growth-100 Buffer ETF December buyer in Q3 2023 was AE Wealth Management, an estimated $8.26M added.
  • The largest FT Vest Growth-100 Buffer ETF December seller in Q3 2023 was Cetera Advisors, an estimated $647K sold.

Based on aggregated 13F filings for Q3 2023.